Heritage Wealth Management, Inc./Texas Purchases and Sells in Q1 2025

Heritage Wealth Management, Inc./Texas

10 operations

Stock	Shares change	Price Range	Shares Held
DFUV	12.7K + 1.77%	$39.96 - $43.3 $506K - $548K	728K $30B
DFCF	10.5K + 4.03%	$40.79 - $42.32 $429K - $445K	271K $11.4B
SGOV	4.6K + 7.64%	$100.34 - $100.68 $461K - $463K	64.8K $6.52B
DLN	2.82K + 33.56%	$76.77 - $82.22 $216K - $232K	11.2K $890M
EFA	1.77K + 62.07%	$74.85 - $84.89 $133K - $150K	4.63K $378M
SLB	318 + 2.21%	$38.4 - $43.74 $12.2K - $13.9K	14.7K $616M

4 operations

Stock	Shares change	Price Range	Shares Held
DUHP	315K New	$32.57 - $35.82 $10.3M - $11.3M	315K $10.4B
ABBV	1.11K New	$169.2 - $216.66 $187K - $239K	1.11K $232M
T	7.5K New	$21.56 - $28.28 $162K - $212K	7.5K $212M
JNJ	1.24K New	$142.06 - $167.7 $176K - $207K	1.24K $205M

16 operations

Stock	Shares change	Price Range	Shares Held
DFUS	-18.6K - 2.32%	$59.61 - $66.71 $1.11M - $1.24M	783K $47.3B
VNQ	-31.5K - 23.22%	$85.55 - $94.34 $2.7M - $2.98M	104K $9.44B
DFAE	-36.5K - 19.18%	$24.64 - $26.86 $898K - $979K	154K $3.98B
IJR	-2.28K - 7.27%	$102.49 - $119.96 $234K - $274K	29.1K $3.04B
DFAI	-40.1K - 10.07%	$28.88 - $32.4 $1.16M - $1.3M	358K $11.2B
IJH	-3.6K - 7.68%	$57.21 - $65.8 $206K - $237K	43.3K $2.53B

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